Started working with Greg at Adaptax years ago. He is professional and honest with his advice.read more

I have prepared the tax return for my wife and I in the past, but we began looking for an enrolled…read moreagent to start doing them. We had a meeting with Greg and discussed our situation and left him our rather simple 1040. He explained his fee schedule to which we agreed . A few weeks later we called to set up an appointment for 2025 tax preparation. Rebecca told us that we would first have to pay Greg a surprise $300 "onboarding fee". She said it was sort of an "investment by the client for the future." What?? No thanks. That's no way to do business. George Mate

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Janet and her team at Sierra Pacific Financial Advisors have been our trusted financial advisors…read morefor over 4 years now. We really appreciate having them in our corner.   Financial planning: our journey started with a few thorough and honest financial planning sessions with Glenn. He helped us put everything in perspective based on our financial goals and outlined a range of options forward for us.  Investments: Janet then turned our financial goals into investment advice. She's approachable, patient, and experienced. We definitely threw a few curve balls her way but she's able to handle everything while instilling trust in us and collaboration with us. She sets up regular meetings with us to review our investment status so we are always on the same page. When the market started to turn, she proactively reached out to review our options. Janet is also quick at answering our one-off questions over email.    Customer service: we felt appreciated by the Sierra Pacific team. During the pandemic, we were able to meet with Janet over Zoom, but when needed, we were also able to meet her in person to sign some papers with social distancing protocols in place. They also hosted a few virtual customer events to add some holiday cheer to our lives.  We are very happy that we found Janet and her team at Sierra Pacific Financial Advisors. We are going through a turbulent time right now and it is good to know that someone we trust is thinking about our financial well-being and strategizing to help us build our future.

We recently started working with SPFA on managing our investment portfolio after an initial…read morefinancial planning session. The team, lead by Janet, is professional and takes time to understand your needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship.

I have had the pleasure of working with Nick Adams and his team at CJM Association Services. Nick…read moreis very responsive and you can tell he cares deeply about his quality of work, and his communication with his clients, team members, and industry partners. Thank you Nick.

We've been blessed to work with Jen for a number of years as part of our HOA Management. Jen is…read morehighly responsive (always has been), has always been very helpful and has excellent customer service skills. I appreciate that she shows through her efforts how much she cars about myself, the community and our homes. Thank you Jen for being a rockstar! So glad we continue to have you with us!

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.

Mark is an excellent financial adviser. Mark has 20+ years in financial management, insurance, and…read moreretirement investing. I have purchased 2 annuities from Mark which have been excellent investments for lower risk with steady returns. The Allianz 222 annuity has done well for me as well as North American PrimePath. Mark evaluates your overall financial situation and goals. He knows the best investment products. Mark has a strategic partner, Advisors Excel, that prices investment options like Index Life from many different companies to find the highest paying offer. Investment options change quickly, Mark has the knowledge and partners to keep current so you get the highest return. Mark leads financial seminars monthly. He is great to work with and has made my retirement planning more secure.

From the owner: As a Pleasanton, CA Insurance service dedicated to your well-being and peace of mind, Arola…read moreFinancial is a provider of family group and individual plans. Your care is important to us.

Sloppy financial services. Lack of attention to detail missing critical factors in planning and…read moreassisting customers in their lifetime financial planning. Be cautious in your decisions in allowing them handle your money. If you do use them get outside auditing to ensure your investments safety and planning.

I visited this branch last Friday around 4:00 PM because I was interested in opening an account…read more There were only a few people there, so I waited until someone became available. When I approached the front desk, the receptionist asked how she could help. I told her I wanted to open an account, and she asked what type. I explained that I wasn't sure and was hoping to speak with someone who could guide me through my options. She told me no one was available and that someone would call me instead. During this time, there was a man in a suit standing behind her who did not appear to be assisting anyone. The interaction felt rushed, as she quickly took my phone number and mentioned someone would contact me. I understand it was close to closing time (they close at 5 PM), but I arrived with enough time to at least schedule an appointment or receive proper assistance. It has now been a week, and I have not received any follow-up call. As someone ready to open an account and bring new business, this experience left a bad impression. Customer service and feeling welcomed matter, and unfortunately, this location did not meet those expectations.

Not Attentive nor Timely!…read more With taxes, timing is everything, specifically when you are predicting owning our government money. Unfortunately, if you are looking for a CPA that will be attentive and timely, David Chopp is not your accountant. For our 2017 tax year, we enlisted the help of Mr. Chopp. Although we started the process of getting in to see him in January, our tax return was not ready until ten days before the Federal deadline. Additionally, Chopp never took the time to consult with us about the amount we may owe. Because of this timing and because we were not aware of the amount of taxes we would owe, we were unable to prepare ourselves financially. Once we finally received our return and saw the amount, we were left scrambling to find funds and react to this new debt. It took a couple of weeks and several phone calls to the IRS to get things in order finally. If Chopp had been more timely and attentive to our tax needs, we would not have had to arrange our finances to deal with the IRS so frantically. On top of all this, there were several communications that we took as belittling as if everyone should know the details of tax laws and accounting procedures or his bandwidth. In retrospect, hindsight being 20/20, I would not have chosen Mr. Chopp as our CPA. My recommendation is to find another accountant.

I've used David for my complicated taxes for several years and he has done a great job. The whole…read moreprocess is quite smooth from the list of documents that asks me upload to the draft taxes followed by the submission. This year he went beyond just doing the taxes and helped me out on a tax split issue with my ex-wife.